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May 31, 2024
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woo-jin: if you think about nvidia in relation to dell, nvidia sales their gpu chips and cards to dell, dell helps to assemble it, install it to the and customers -- end customers. a lot of interesting customers purchasing from dell and their competitors. tesla is rumored to be one. there is a private company called core weave also buying. we are still in the early innings of this ai factory revolution. dell, who has been a long time corporate systems integrator, they will continue to sell into them. vonnie: can i ask you about something that crossed the wires yesterday in the u.s. session, where nvidia may not be able to sell chips in the middle east. is that a significant impact to the bottom line if it happens? woo-jin: pretty interesting. the u.s. is starting to be very cautious of where american companies are going to sell the ai assets. nvidia is already sanctioned to some degree of selling into china. in terms of saudi arabia, it may prevent further upside. given the demand overall in the u.s. and europe, you should continue to see momentum for nvidia. vonnie: absolutely. thank
woo-jin: if you think about nvidia in relation to dell, nvidia sales their gpu chips and cards to dell, dell helps to assemble it, install it to the and customers -- end customers. a lot of interesting customers purchasing from dell and their competitors. tesla is rumored to be one. there is a private company called core weave also buying. we are still in the early innings of this ai factory revolution. dell, who has been a long time corporate systems integrator, they will continue to sell into...
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May 20, 2024
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that is what the likes of dell are doing. ai rethinking their business with better productivity, reaching people they haven't before. thinking about the role that they'll can play as a trusted partner and supplier is really helping to optimize workloads and take advantage of ai in the right way, in the cloud or at the edge. ed: jensen long in nvidia has not been selling anything at the micro level in his career area i grew up in a dell household, broke many of them playing age of empires on cd-rom. when i think ai pc, i keep hearing it's coming, but in my mind and heart i don't feel i know what nai is carolina: -- what the ai the is. carolina: and most consumers don't. it's about lowering the barrier to interacting with the technology and everyone can become a power user, taking away the friction we have on the pc that we don't have on the phone. ed: i don't know that the consumer is ready. often when a new technology comes to market, it's expensive and it goes down from there. whichever chipmaker it is, several of them are e
that is what the likes of dell are doing. ai rethinking their business with better productivity, reaching people they haven't before. thinking about the role that they'll can play as a trusted partner and supplier is really helping to optimize workloads and take advantage of ai in the right way, in the cloud or at the edge. ed: jensen long in nvidia has not been selling anything at the micro level in his career area i grew up in a dell household, broke many of them playing age of empires on...
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May 20, 2024
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that is when dell comes in. dell did well in the pandemic. it is in the next phase of growth where it sells two places nvidia does not. it has established sales channels they never had to worry about. combining forces, that is the question one might pose to them, does it go to something much more broad across enterprise is? sonali: we are starting this segment talking about nvidia earnings. that is a big moment for the market. we have seen big names already take profits in the stock. it raises the question how nvidia will set the bar higher for investors. how is that weighing on the minds of executives today? ed: it is a macrolevel event, frankly. there is a brilliant piece on the terminal this morning about growth on the s&p 500 with and without it. nvidia is a big driver of eps in the quarter. technology is an interesting place for the market to be. the h 100 has driven accelerator sales. they will do $40 billion of ai accelerator revenue this year probably. you have black wealth later. there was concern that in the middle part of the year,
that is when dell comes in. dell did well in the pandemic. it is in the next phase of growth where it sells two places nvidia does not. it has established sales channels they never had to worry about. combining forces, that is the question one might pose to them, does it go to something much more broad across enterprise is? sonali: we are starting this segment talking about nvidia earnings. that is a big moment for the market. we have seen big names already take profits in the stock. it raises...
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May 30, 2024
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dell is well-positioned on multiple fronts. they are benefiting in the near term from the server build out, the data centers and exposure and the close relationship between michael dell and jen-hsun huang. it is certainly benefiting the company. the other reason is the upcoming pc refresh we see happening in terms of not only replacing the three to four-year-old computers of the pandemic search but also the transition to ai pc's. we think it will be a significant driver for pc growth. that's a big part of their business. they are focused on the ai opportunity and we understand that. if we were to see a pullback, a decent pullback we would likely add back to the stock. katie: great point that rbc ai servers and data centers is all very exciting. you look at the pc market and its half of dell's revenue. it's been in a rut the last couple of years. it sounds like you're seeing green shoots. walter: we heard from hp last night that gave us a little bit of a window into that. they are seeing a bit of a turn. the profitability is def
dell is well-positioned on multiple fronts. they are benefiting in the near term from the server build out, the data centers and exposure and the close relationship between michael dell and jen-hsun huang. it is certainly benefiting the company. the other reason is the upcoming pc refresh we see happening in terms of not only replacing the three to four-year-old computers of the pandemic search but also the transition to ai pc's. we think it will be a significant driver for pc growth. that's a...
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May 17, 2024
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michael dell, dell is an important partner of ours. we've required them to build infrastructure that incorporates the gpu's we use. we are working with many partners across the space. caroline: are you too dependent on nvidia? michael: ah. the world is dependent on nvidia. their technology is defining the space. we work with them because our clients demand the technology that they drive and deliver. caroline: not amd or others? michael: we look at all different types of solutions. our clients have clearly indicated for the time being the type of silicon they required to build products, the ai changing the world, is currently being driven in large part by nvidia. caroline: the share price reflects that. michael, thank you so much for coming on to talk about your funding. coming up, the salesforce ceo on the artificial of ai. who would have thought it? ♪ investment opportunities are everywhere you turn. but at t. rowe price, we're letting curiosity light the way. asking smart questions about opportunities like advances in healthcare. a
michael dell, dell is an important partner of ours. we've required them to build infrastructure that incorporates the gpu's we use. we are working with many partners across the space. caroline: are you too dependent on nvidia? michael: ah. the world is dependent on nvidia. their technology is defining the space. we work with them because our clients demand the technology that they drive and deliver. caroline: not amd or others? michael: we look at all different types of solutions. our clients...
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May 31, 2024
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neil: a tough time of it looking at nvidia, also looking at dell. that surprise a lot of folks, they had a slight pickup having to do with artificial intelligence but this was an intriguing development. is the first day to call it a hiccup event. it has -- its losses are substantial. don't try for these shareholders or nvidia shareholders. been looking forward to having him on, kings view asset manager. we talked during the break, good to have you, let's not cry too much especially the dell case. explained that, what happened. >> let's that got the box of tissues out yet. even with this pullback today it is up 80%. these ai companies are making explosive moves but at the end of the day wall street has a short memory and when expectations are extremely high and stakes are high in ai because every company is racing to be at the forefront of ai so nvidia at the center and all these other companies trying to get market share in the ai space. in the case of dell today, even with it being down around one hundred 30, it still up to date 73% for the year an
neil: a tough time of it looking at nvidia, also looking at dell. that surprise a lot of folks, they had a slight pickup having to do with artificial intelligence but this was an intriguing development. is the first day to call it a hiccup event. it has -- its losses are substantial. don't try for these shareholders or nvidia shareholders. been looking forward to having him on, kings view asset manager. we talked during the break, good to have you, let's not cry too much especially the dell...
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May 21, 2024
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bloomberg's ed ludlow spoke exclusively with michael dell nvidia chief jansson wong at the dell world conference in las vegas. >> all of our new pcs will be ai pcs. the reason is that anything you are doing that has an edit prompt is going to be sped up because every software developer in the world is figuring out how to use all this new power in the gp use, and use in this new ai pc. so that experience will be better. when your pc is now four years old, it's time for you to get a new one. you are going to want the one that speeds up those new capabilities. inside your company, they are going to want to make sure you have -- they don't want to buy a machine that's going to last for several years that doesn't have that capability. ed: where is nvidia's place in the ai pc? i know it's gaming, again, i grew up with the gaming side of nvidia, do you have a place in the ai pc market? >> come back next year. >> bunch of nvidia gpu's and dell pcs and dell workstations, all of our gpu's have the same tensor cores that are running in h 100s in the cloud. so every one of our gpu's use ai to do
bloomberg's ed ludlow spoke exclusively with michael dell nvidia chief jansson wong at the dell world conference in las vegas. >> all of our new pcs will be ai pcs. the reason is that anything you are doing that has an edit prompt is going to be sped up because every software developer in the world is figuring out how to use all this new power in the gp use, and use in this new ai pc. so that experience will be better. when your pc is now four years old, it's time for you to get a new...
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May 30, 2024
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but you mentioned dell and nvidia dell share price increased more tin the past yea. the server business had a near doubling of backlog orders last quarter. but shipments just 3.4% of total revenues. so is dell a much less levered story or an ai faker? there is that word. i want to start with the recent stock driver. you can call it the highsmidas . the ai pc announcement helped fuel the pc refresh cycle that will be driven by ai pcs. but the dell core business, about 60% remains heavily reliant on pcs and monitors. so the boon may not be as beneficial as thought. and nvidia hitting 78% in gross margins. that means if nvidia is making that much, it will cost dell a lot and so definitely caution going into earnings. so the stock down 4% today. but look specifically for ai server bookings. about $4 billion. and then any commentary about the pc recovery which some are saying is under way. >> well, it would be a big boon if now that microsoft is out with its ai pchl. do we expect dell to enter the space? >> their earnings report said about 10% of their pc shipments in the
but you mentioned dell and nvidia dell share price increased more tin the past yea. the server business had a near doubling of backlog orders last quarter. but shipments just 3.4% of total revenues. so is dell a much less levered story or an ai faker? there is that word. i want to start with the recent stock driver. you can call it the highsmidas . the ai pc announcement helped fuel the pc refresh cycle that will be driven by ai pcs. but the dell core business, about 60% remains heavily reliant...
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May 31, 2024
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dell has been writing an ai way that seen the company stock more than triple for the past year. our next guest says the ai game is only in the first inning. there is david jones from brand tech, and ai marketing firm. if we truly are in the first inning, that means that there is the potential for a lot of winners but also a lot of losers. >> absolutely, when you talk about dell, they doubled their ai service sales in their stock plummets 20%. it has much more to do with the fact that the stock is up almost 300% over the last 12 months. what i think it underscores is that all roads lead to nvidia. dell is still a fairly major company but they were very much the poster child of the pre-mobile world. nvidia is very clearly the poster child of the ai world. they have $26 billion of revenue in quarter one. 206 -- 276% growth. dell doubled their ai server is great but if you look in relative terms to 260 2% overall growth that nvidia, they are a laggard. katie: maybe we are in the second or third inning when the roads lead to nvidia. let's talk about your business. you are and ai mark
dell has been writing an ai way that seen the company stock more than triple for the past year. our next guest says the ai game is only in the first inning. there is david jones from brand tech, and ai marketing firm. if we truly are in the first inning, that means that there is the potential for a lot of winners but also a lot of losers. >> absolutely, when you talk about dell, they doubled their ai service sales in their stock plummets 20%. it has much more to do with the fact that the...
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May 30, 2024
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still ahead, dell's numbers dropping at the top of the hour. that stock is having a strong year thus far. can that continue? we will break down metrics to watch. the bell is coming right back. >> umgc has been absolutely instrumental in my post-military success. after doing about eight years active duty, additional four reserves, i wanted to go after that lifelong dream. since graduating, i've gotten promoted; and i'm able to operate with confidence now because i now have the technical expertise. at university of maryland global campus, i feel i can accomplish anything. >> learn about our more than 125 online degrees and certificates at umgc.edu. sure, i'm a paid actor, and this is not a real company, but there is no way to fake how upwork can help your business. search talent all over the world with over 10,000 skills you may not have in house. more than 30% of the fortune 500 use upwork because this is how we work now. >>> weigh are back and getting s on tiktok. julia boorstin joins us with the move. >> shares of nvidia, and reuters reporting
still ahead, dell's numbers dropping at the top of the hour. that stock is having a strong year thus far. can that continue? we will break down metrics to watch. the bell is coming right back. >> umgc has been absolutely instrumental in my post-military success. after doing about eight years active duty, additional four reserves, i wanted to go after that lifelong dream. since graduating, i've gotten promoted; and i'm able to operate with confidence now because i now have the technical...
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May 21, 2024
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nvidia ceo jensenhuang and dell ceo michael dell. great interview. let's talk about ai at the start up. scale ai is helping talk tech companies improved the data used to build ai products, basically to ensure it is tagged right. it's roughly doubled its valuation to get 13 $.8 billion and it is raising $1 million in one of the largest financing deals of the year. the round was led by accel with new corporate backers, amazon, meta, amd, service now, and intel. coming up, we have been noting that disney is saving some money. they are continuing to do that with pixar announcing layoffs to the tune of some 14% of the business. we have details next. shares of tesla today. it has been notable we are up some 2.2%. it has been one of the better performance on the nasdaq 100. even as tesla shareholders call elon musk's pay deal an abysmal failure. a coalition of tesla shareholders urging the piers to reject the $56 billion peg record for elon musk. that the company board has asked investors to improve -- approve again. this is bloomberg technology. the future
nvidia ceo jensenhuang and dell ceo michael dell. great interview. let's talk about ai at the start up. scale ai is helping talk tech companies improved the data used to build ai products, basically to ensure it is tagged right. it's roughly doubled its valuation to get 13 $.8 billion and it is raising $1 million in one of the largest financing deals of the year. the round was led by accel with new corporate backers, amazon, meta, amd, service now, and intel. coming up, we have been noting that...
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May 15, 2024
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, jensen huang said, oh, michael dell is here, you know, and dell's fantastic, and just everything great about dell, you know, storage and -- and then we also have the enterprise spend that's back. and then, the third thing that's happening at the same time is the pc refresh cycle, so, you get all those things together. you have an a.i. play, that doesn't trade at an a.i.-like multiple. it used to trade at a more hardware multiple, which people are, like, okay, anything that has a.i.-related to it, but is trading at a hardwarish multiple, that's great. we should buy some. i do think the earnings are going to be great. i think we're going to see a big move up in earnings. but i -- it's not expensive here, but it's had a very nice run. it was $95 before they announced earnings last quarter, it's not $150. that's a big move. >> watching it over the years, you know, private, public -- >> he's brilliant, michael dell. >> he is. >> with your own company to buy low and sell high is kind of cool to do it again. >> again and again and again. >> yeah, but is it -- it really is an a.i. play -- >> y
, jensen huang said, oh, michael dell is here, you know, and dell's fantastic, and just everything great about dell, you know, storage and -- and then we also have the enterprise spend that's back. and then, the third thing that's happening at the same time is the pc refresh cycle, so, you get all those things together. you have an a.i. play, that doesn't trade at an a.i.-like multiple. it used to trade at a more hardware multiple, which people are, like, okay, anything that has a.i.-related to...
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that means it's costly for dell and could be more dilutive to dell's gross margins. there are cautions going into the earnings. you can see the selloff today, but for our retail investors, anyone listening right now, you want to look for a backlog on orders right now and an increase to its full-year guidance for the stock to continue rising on that a.i. optimism. guys? >> doesn't it end up up always being about nvidia? feels like it. down 1% today. >> exactly. let's blame nvidia for any losses in the market and nothing to do with inflation or anything like that. but just one point, if we're going to talk about a.i. pcs, hp is a good example. their stock is up today. for the first time an increase in pc sales in the last two years. that's pretty strong. and the ceo did say a.i. pcs would be about 10% of sales in the second half of this year. so, that's still not a major boost, but they do see more of that coming in 2025, 2026. something to keep in mind for dell's earnings tonight. >> yeah. looking forward to those earnings, as you point out pcs and the all-important s
that means it's costly for dell and could be more dilutive to dell's gross margins. there are cautions going into the earnings. you can see the selloff today, but for our retail investors, anyone listening right now, you want to look for a backlog on orders right now and an increase to its full-year guidance for the stock to continue rising on that a.i. optimism. guys? >> doesn't it end up up always being about nvidia? feels like it. down 1% today. >> exactly. let's blame nvidia for...
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May 23, 2024
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they need dell for the boxing above the server but also dell has experienced in the sales channels that nvidia does not. if nvidia has to sell to smaller customers so it feels like this association between those two names, anyone's guess. it might just be that the market sees nvidia pulling even further ahead but there was commentary about nvidia moving to other products namely pc cpu's which is intel's everything. could we see competition there? humor me once more. i feel like this might not happen again for a long time. the combined value or nvidia's market value is greater than tesla and amazon combined. tesla and amazon are customers of nvidia. it is an example of what has happened and the run-up in value nvidia has had. it has leaked into the technology side of things. it is the market for ai. caroline: it has helped float many boats that demand exuberance around ai. let's get the applications with gina martin adams. we will go industry-specific. do you have to be all in on tech right now? gina: there are other opportunities bubbling up and we are seeing this play out real-time ove
they need dell for the boxing above the server but also dell has experienced in the sales channels that nvidia does not. if nvidia has to sell to smaller customers so it feels like this association between those two names, anyone's guess. it might just be that the market sees nvidia pulling even further ahead but there was commentary about nvidia moving to other products namely pc cpu's which is intel's everything. could we see competition there? humor me once more. i feel like this might not...
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May 31, 2024
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dell is down in the premarket by 16%. when you look at a move like this following earnings you think that that is a big mess, downside surprise. it went down by 17% because its beat isn't big enough. lisa: the estimate, $21.6 billion. this should be rewarded. how many of the rewards have been baked into dell and other companies? we have been talking about this through the show and its fair during the spotty trading we are seeing ahead of the market open? how much have we overpriced? overpriced how quickly we can bring artificial intelligence to these sectors and bring a productivity wave when we are facing pressures in terms of inflation and a weakening lower end consumer? jonathan: i am reminded of jack caffrey of jp morgan. he thinks that some of these look stretched. the fact that we piled into second derivative ai trades like utilities, which have had a stellar month in may. lisa: peter scheer was speaking about that as well. he was speaking about, listen, people are looking at utilities, permitting, how quickly they
dell is down in the premarket by 16%. when you look at a move like this following earnings you think that that is a big mess, downside surprise. it went down by 17% because its beat isn't big enough. lisa: the estimate, $21.6 billion. this should be rewarded. how many of the rewards have been baked into dell and other companies? we have been talking about this through the show and its fair during the spotty trading we are seeing ahead of the market open? how much have we overpriced? overpriced...
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May 31, 2024
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it's dell. and that's after last night's earnings shares heading for their second worst day ever investors reacting to weaker than expected backlogs for ai servers. this month emj capital's eric jackson said he sees it as a stealth play welcome back good to see you. >> hey, good to see you. >> was it really stealth i thought the stock was doing pretty well because it was caught in this ai halo effect, and now we're seeing what happens maybe when your outlook is disappointing >> well, it wasn't one of the immediate names that i think people were defaulting to as an ai play like super micro that was had a great run earlier in the year so it was flying a little bit more under the radar and the last two weeks, it -- it came out of stealth mode and it's been doing crazy. so even on this tremendous pullback today, we're only trading back to levels where the stock was back on march -- may 14th, rather so we've round-tripped the last two weeks. and i think when there's a level setting now of what they'v
it's dell. and that's after last night's earnings shares heading for their second worst day ever investors reacting to weaker than expected backlogs for ai servers. this month emj capital's eric jackson said he sees it as a stealth play welcome back good to see you. >> hey, good to see you. >> was it really stealth i thought the stock was doing pretty well because it was caught in this ai halo effect, and now we're seeing what happens maybe when your outlook is disappointing...
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May 30, 2024
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dell got the earnings after the highs. what will it mean for dell? server demand, many think that it's good news, but it is trading a high valuation moving across to the theme that we have been seeing, satellite to phone service provider ast space mobile added to the recent deal with the company for at&t and as you see, shares have surged so far this month. it is all about the news of 100% coverage coming and the end of dead zones. is it beckoning? joining us is the cto. this is what you are saying, the deal being struck with verizon and at&t, you can offer 100% coverage satellite to mobile in the future. why do you need this spectrum? what does it mean to have these partnerships? >> the spectrum is an essential part of the service. at&t, verizon, they have a premium spectrum across the united states. we need that in order to make it available on everybody's phone. that's where the partnerships make a lot of sense. the plan is to eliminate it with the united states and we don't do that along. we do it with two of the largest companies in the country,
dell got the earnings after the highs. what will it mean for dell? server demand, many think that it's good news, but it is trading a high valuation moving across to the theme that we have been seeing, satellite to phone service provider ast space mobile added to the recent deal with the company for at&t and as you see, shares have surged so far this month. it is all about the news of 100% coverage coming and the end of dead zones. is it beckoning? joining us is the cto. this is what you...
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May 31, 2024
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dell shares slum mgping. costco, pulling back from record highs. the company's quarterly profit, revenue and same-store sales beating estimates and the company has no immediate plans to raise membership prices or the price of their 1.50 hot dog combo. the stock giving back 2.5% the move on gap surging after sales grew at all four properties gap, old navy, athleta, banana republic, the company in the middle of a turnaround and so far it's showing some progress, especially athleta was strong. the big story to talk about today is the inflation number, the fed's preferred number, when they pay 2% and on that front we got good news both for the fed and for investors, for everyone who has been dealing with these high inflation core, you can see the step down, nice one, year over year 2.75% the lowest of the year and the 0.2%monthly increase the smallest gain of the year so, that higher inflation that we were dealing with and talk about in the above consensus numbers in the first quarter, look like a first quarter seasonality thing. which is a really good
dell shares slum mgping. costco, pulling back from record highs. the company's quarterly profit, revenue and same-store sales beating estimates and the company has no immediate plans to raise membership prices or the price of their 1.50 hot dog combo. the stock giving back 2.5% the move on gap surging after sales grew at all four properties gap, old navy, athleta, banana republic, the company in the middle of a turnaround and so far it's showing some progress, especially athleta was strong. the...
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May 30, 2024
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that is dell. less talk about costco. we have seen it from retailer to retailer, to retailer to retailer. if you miss you get punished. posco is going to be interesting. lisa: -- costco is going to be interesting. lisa: specially because we have seen trading down. people went to whole foods going to costco or walmart to buy groceries. the mix of goods versus groceries is going to be interesting. the grocery food component seems to be lifting sales. rather than, say, clothing stores. annmarie: oppenheimer says it's superior value proposition, merchandising capabilities. what does this mean for the help of the u.s. consumer? are they trading down? it is costco really your trade down? it is just buying bulk. intentionally they are going to see an uptick. for costco you have to pay to play. jonathan: need a word from john williams. as the former new york fed president, bill dudley made some headlines about whether we are tight enough at the federal reserve. lisa: when does this become the mainstream discussion if we don't get
that is dell. less talk about costco. we have seen it from retailer to retailer, to retailer to retailer. if you miss you get punished. posco is going to be interesting. lisa: -- costco is going to be interesting. lisa: specially because we have seen trading down. people went to whole foods going to costco or walmart to buy groceries. the mix of goods versus groceries is going to be interesting. the grocery food component seems to be lifting sales. rather than, say, clothing stores. annmarie:...
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May 24, 2024
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it is not dell. that's what you need to know. dell is best integrated when it comes to nvidia and you have to get right. >>> we need next week and then we return. let's look at some others besides nvidia although i always keep one eye on that one. on mad money today the safety science company went public. i have the ceo to see what we can expect from this new to the tape name. if you are shopping for a turnaround story on digging deeper into macy's to see if the new leadership has found the key to success for the brand. do not miss another round of am i diversified? so stay with cramer. >> don't miss a second of mad money. follow @jimcramer on x. have a question, tweet cramer. send jim an email or give us a call at 1-800-743-cnbc. miss something? had to madmoney.cnbc.com. the future is not just going to happen. you have to make it. and if you want a successful business, all it takes is an idea, and now becomes the future where you grew a dream into a reality. the all new godaddy airo. put your business online in minutes with the
it is not dell. that's what you need to know. dell is best integrated when it comes to nvidia and you have to get right. >>> we need next week and then we return. let's look at some others besides nvidia although i always keep one eye on that one. on mad money today the safety science company went public. i have the ceo to see what we can expect from this new to the tape name. if you are shopping for a turnaround story on digging deeper into macy's to see if the new leadership has...
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May 21, 2024
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>> come back next year. >> there are a bunch of nvidia in dell pcs and dell workstations. all of our gp use at the same tensor cores that are running an h 100s in the cloud, so every one of our gp use use ai to do its work. ai is going to transform gaming. all the npc's, the nonplayer characters, they will be chatbots. >> how will it be cut? >> creating world will be easier. instead of instruction driven computing, it's now intention driven computing. it's easier to write programs, python programs will be even easier to write. videoconferencing will be a lot better because of it. >> what you did with blackwell and other products was you innovated by saying, let's combine gpu with cpu, is that the next iteration for you you go, here's the nvidia pcu that goes with it? >> we want to support every pcu the world makes. there are places, we support x86, there are places that perform arm -- prefer arm. we support arm. we went to the topmost energy super efficient computers in the world are powered by grace hoppers. wherever it makes sense, we will support the right cpus. haslind
>> come back next year. >> there are a bunch of nvidia in dell pcs and dell workstations. all of our gp use at the same tensor cores that are running an h 100s in the cloud, so every one of our gp use use ai to do its work. ai is going to transform gaming. all the npc's, the nonplayer characters, they will be chatbots. >> how will it be cut? >> creating world will be easier. instead of instruction driven computing, it's now intention driven computing. it's easier to...
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May 22, 2024
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. >> amd is up what is it, 1% right now we also see supermicro higher, dell, your dell. >> well, thank you we'll see. it's been good >> trading higher. but this is validation that all these other plays, and tit's not just the chip makers anymore there's enough to go on here for software, et cetera, maybe we'll see that sort of transfer. >> right and it's expanding even outside of tech, right just after close, the announcement they're going to have a deal with openai. stock's up a couple percent there. so, the theme of a.i. eating the world, changing every single business out there, continues, and i think that's really good for the market but there was a lot of concern today with the market where it's been been, the expectation, that could derail the market, even if there was just a baseline, oh, it got there, and it was okay. but this is -- this is what the market needed. >> so, the question then arises, at what point do you start trimming back on an nvidia and putting it into something else, if a.i. is, in fact, eating the world, and we are seeing proof of it, not just through nvidia'
. >> amd is up what is it, 1% right now we also see supermicro higher, dell, your dell. >> well, thank you we'll see. it's been good >> trading higher. but this is validation that all these other plays, and tit's not just the chip makers anymore there's enough to go on here for software, et cetera, maybe we'll see that sort of transfer. >> right and it's expanding even outside of tech, right just after close, the announcement they're going to have a deal with openai....
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May 31, 2024
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biggest disappoints is dell. down almost 18 on earnings with fairly tame pce today should investors feel bullish going into june and buy any tech weakness karen what did you make of this macro print today? >> yeah. well, go to dell first. >> sure. >> dell, a big position for mere sort of stands out as the most painful. i think part of it was the run-up just on the heels of nvidia. it wept straight up. i don't know how many points 30 maybe, and this sort of returned to earth combination of expectations being super high and some margin pressure they talked about one of the things i found interesting was that the margins for the smaller cloud service providers are better, but i think the mix they're getting bigger orders from, having less margin there so i think that the story's intact what's the right -- i think growth is still there, but what's the right multiple for this is a hardware company-ish, mostly right? yesterday's multiple not the right one. i haven't done anything. sold a little bit of calls against it
biggest disappoints is dell. down almost 18 on earnings with fairly tame pce today should investors feel bullish going into june and buy any tech weakness karen what did you make of this macro print today? >> yeah. well, go to dell first. >> sure. >> dell, a big position for mere sort of stands out as the most painful. i think part of it was the run-up just on the heels of nvidia. it wept straight up. i don't know how many points 30 maybe, and this sort of returned to earth...
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May 23, 2024
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dell technologies also getting an analyst upgrade. >> reporter: dell technologies is something we are optimistic on as one of the beneficiaries of artificial intelligence. the only concern that it has done so well over the last year. trading almost 20 times next year's earnings which is double the level of this year as you are clearly seeing some of the optimism getting priced in but i think we are itting the tip of the iceberg going forward and when you will see that demand for servers, that is where the company will benefit. the other side is pc demand. there tends to be a three-year cycle without so we are about due, the second half of this year is expecting pc demand to pick up, again. we will likely need ai enabled devices and that is the other side of the business that will benefit from artificial intelligence. i still don't think it is too late to get in and it is something you want to hold onto for the long run. >>> dupont, they have just announced they will split three publicly traded companies. there are a number of companies trying to do that. >> i don't think this is going
dell technologies also getting an analyst upgrade. >> reporter: dell technologies is something we are optimistic on as one of the beneficiaries of artificial intelligence. the only concern that it has done so well over the last year. trading almost 20 times next year's earnings which is double the level of this year as you are clearly seeing some of the optimism getting priced in but i think we are itting the tip of the iceberg going forward and when you will see that demand for servers,...
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May 21, 2024
05/24
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stuart: what's this partnership between nvidia and dell? is that all about reviving can ask and revamping the pc market? >> yeah. i mean, listen, i think as far as kind of the nvidia-dell story has been concerned, that's been a partnership that's been in place for a long time but when you think about dell, they're an all-inclusive company from the computing side of things all the way to the servers itself, and it's a critical partnership out there the for nvidia. so as far as kind of dell is concerned, as you get more of that enterprise a.i. adoption taking place out there, this that adds another kind of leg to the cat r list here for nvidia -- catalyst. stuart: are the other chip makers are lee -- relying on a good report from invade ya? >> i do think -- nvidia? if i do think there's a level effect when you think about their result,ing they really are kind of the center of the universe when it comes to the a.i. story, so a good kind of nvidia a.i. story out there this quarter will absolutely paint a better picture for the quarter semicondu
stuart: what's this partnership between nvidia and dell? is that all about reviving can ask and revamping the pc market? >> yeah. i mean, listen, i think as far as kind of the nvidia-dell story has been concerned, that's been a partnership that's been in place for a long time but when you think about dell, they're an all-inclusive company from the computing side of things all the way to the servers itself, and it's a critical partnership out there the for nvidia. so as far as kind of dell...
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May 10, 2024
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maybe that's me, maybe i just missed it, is dell why so >> yeah, dell's reporting after nvidia, should be later this month, scott i think they've quickly emerged this year as sort of a stealth play in ai obviously super micro got all the headlines a few quarters ago for building out the data centers that are wrapping the nvidia chips but dell is, you know, arguably doing just as good, if not a better job than super micro. you know, we just heard all these -- the people like amazon and meta and google on their earnings call kind of spook the market because they talked about how they are not stepping back from ai spending, and that's good news for the dells of the world. it's good news for the super micros and others. and so i just think dell, you know, there's obviously a consumer story, but the data center story, the ai story is one that's picking up steam big time >> you like arm holdings, right? they had earnings this week, and the reaction wasn't great afterwards >> it wasn't they bounced back today. they're up even more than taiwan semi today, i think on taiwan semi's news. i think
maybe that's me, maybe i just missed it, is dell why so >> yeah, dell's reporting after nvidia, should be later this month, scott i think they've quickly emerged this year as sort of a stealth play in ai obviously super micro got all the headlines a few quarters ago for building out the data centers that are wrapping the nvidia chips but dell is, you know, arguably doing just as good, if not a better job than super micro. you know, we just heard all these -- the people like amazon and...
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May 24, 2024
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the oaogs are here to tackle the week ahead as major names like dell gear up to report the action and how to play it next you're watching "fast money" live from the nasdaq market site in times square. e ckig aer this. is it me...or is work not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can ai make it all work? can ai help your people work... without all the workarounds? feel better. make customer service work the way customers expect? that one. make your old tech work with your new tech? thank you. and todd here is wondering, can ai do all that... now? no pressure. it can. on the servicenow platform, ai transforms your entire business. your people work better, your customers are happier, and todd... well... he's practically euphoric. practically. because when your people work better, everything works better. so what are you waiting for? let's get to work. idris elba works here? mm-hmm. ya, he's super nice. >>> welcome back to "fast money. the burger wars intensifying burger king announcing the return of its $5 your w
the oaogs are here to tackle the week ahead as major names like dell gear up to report the action and how to play it next you're watching "fast money" live from the nasdaq market site in times square. e ckig aer this. is it me...or is work not working? at least, not the way it could work. your people are buried in busy work. and you might be thinking... can ai make it all work? can ai help your people work... without all the workarounds? feel better. make customer service work the way...
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May 20, 2024
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we did here from nvidia and dell's c.e.o. saying the company will unveil a new line of personal computers optimized for a.i. tasks. we've spoke exclusively with michael dell alongside nvidia's chief at the conference in las vegas. >> all our new:'s will be a.i.p.c.'s. and the reason is that anything you're doing that has an adebayo prompt will be sped up because every software developer in the world is figuring out how to use all this new power in the g.p.u.'s, the n.p.u.'s, in these new a.i. p.c.'s. >> processing units for the uninitiated. >> exactly. so that experience will be better. when your p.c. is four years old and it's time to get a new one, you want to get one that speeds up the new capabilities. and inside your company, they're going to want to make sure you have that, you know, they don't want to buy a machine that will last for several years that doesn't have that capability. >> jensen, where is nvidia's place, i know you as game, i grew up with the gaming side of nvidia. do you have a place in the a.i. p.c. mark
we did here from nvidia and dell's c.e.o. saying the company will unveil a new line of personal computers optimized for a.i. tasks. we've spoke exclusively with michael dell alongside nvidia's chief at the conference in las vegas. >> all our new:'s will be a.i.p.c.'s. and the reason is that anything you're doing that has an adebayo prompt will be sped up because every software developer in the world is figuring out how to use all this new power in the g.p.u.'s, the n.p.u.'s, in these new...
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May 30, 2024
05/24
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what is behind that monster move in dell? >> i would post this is a hardware renaissance we haven't seen these hardware value stocks performance road stocks. it's a change of perception and valuation and this is happening because a iata score is going to be driven on physical servers and physical servers as we all know, are in big demand and who are those suppliers? as you think about ai options more broadly, that is where dell really shines. it is been able to come up with a great story putting this technology together. he was one of the executives climbed out. jonathan: you have a bunch of reasons to be constructive. where does refresh -- wamsi: servers as a magnitude of opportunities are much larger dollar wise. when you think about storage, they are high in stores with mainframe refreshes. when you think about pcs, the refresh is not about ai's per se that will take longer. we see the echo of the boom of the demand that came up in covid . you had 150 million pc's sold during covid. commercial pc's are coming up for a refr
what is behind that monster move in dell? >> i would post this is a hardware renaissance we haven't seen these hardware value stocks performance road stocks. it's a change of perception and valuation and this is happening because a iata score is going to be driven on physical servers and physical servers as we all know, are in big demand and who are those suppliers? as you think about ai options more broadly, that is where dell really shines. it is been able to come up with a great story...
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May 30, 2024
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>> no, i don't think so because i think dell is evolving. the shares have doubled in the year to date. they are running very hot as we get into the numbers. t the server business is growing expone exponentially. we are expecting 31% and generating revenue. in q2, that goes up to $5 billion. you can see how rapidly this is growing. i think we must also look at the backlog numbers where the nvidia chips are embedded. huang says there is no one better to build out large scale systems. >> the $2 billion backlog in the april quarter would give dell visibility into $5 billion of a.i. server revenue for the current fiscal year. this is a pretty big number. i want to leave things with birkenstock. so much excitement with the ipo. so much excitement with the global expansion, but it was costly for the company and the stock suffered. is it re-gaining its footing? that pun is intended. >> it's a good pun. margin pressure and shares fell in january. it is above the ipo price. trading at $49 when i last look. we are expecting growth. the u.s. market is q
>> no, i don't think so because i think dell is evolving. the shares have doubled in the year to date. they are running very hot as we get into the numbers. t the server business is growing expone exponentially. we are expecting 31% and generating revenue. in q2, that goes up to $5 billion. you can see how rapidly this is growing. i think we must also look at the backlog numbers where the nvidia chips are embedded. huang says there is no one better to build out large scale systems....
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May 22, 2024
05/24
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we have seen interesting announcements with microsoft and qualcomm, or qualcomm and dell on the ai pc from. when you look through the data center, they have the opportunity to go to market with a lot of companies, and that can only be good for them. haidi: the superlatives when you look at the price is extraordinary. more than a 90% high this year. i wonder, there are questions and bets being taken as to when it becomes the largest company in the united states. does this value compute with you, and we do see evidence of the big scale institutional investors taking money off the table more broadly when it comes to ai, will more be needed in terms of the evidence of this maturing industry for investors to feel this good about one particular stock, even if it is an video? maribel: -- even if it is nvidia? maribel: as long as they can continue to prove they are rapidly innovating, they have the opportunity to continue market momentum. this is the largest technology transition we have seen since the internet. it has extreme legs in terms of growth over the next 6-10 years. on that horizon
we have seen interesting announcements with microsoft and qualcomm, or qualcomm and dell on the ai pc from. when you look through the data center, they have the opportunity to go to market with a lot of companies, and that can only be good for them. haidi: the superlatives when you look at the price is extraordinary. more than a 90% high this year. i wonder, there are questions and bets being taken as to when it becomes the largest company in the united states. does this value compute with you,...
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May 30, 2024
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dell is uniquely positioned. we believe the customer base is a strong one. if you look at hp, if they get a pick up of computer and laptop spending, that is a forward. replacing technology at a higher rate because you have a.i. shares driving the personal computers and there is a pick up there, we could see revenue growth. i still see a.i. in the early n innings. >> we are talking about the early innings. we have an economic record with the second gdp. the selloff the 1.6%. the second read estimate i is 1.2%. is good news good news? >> i think you will see a reinvesti reversion downward with the data points in march. i think the expectation is it is not bad. we want a slowing economy. if you look at the fed speaker bostic yesterday, it looks q4 or higher for longer. i don't think it will change the narrative. i look at pce on friday as the mover of the week because that one is a huge data point for the fed. it should moderate some. gdp expected to come in lighter. we want to see that slowing. we are in the bad news is good news category for slowing economy a
dell is uniquely positioned. we believe the customer base is a strong one. if you look at hp, if they get a pick up of computer and laptop spending, that is a forward. replacing technology at a higher rate because you have a.i. shares driving the personal computers and there is a pick up there, we could see revenue growth. i still see a.i. in the early n innings. >> we are talking about the early innings. we have an economic record with the second gdp. the selloff the 1.6%. the second...
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May 20, 2024
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dell is the actual winner because michael dell was in the front row of the fabled gcc conference where he became the de facto for nvidia, nvidia is not a chip company, at plate form company. it's so gassed it's a supercompute. >> so your pc is going to be no good. >> right. >> would you say the same thing about the a phone, iphone? >> i think the iphone next generation has to incorporate far more a.i. than itdoes. you snow what, tim cook would say that. tim cook was cackling when i said i need my iphone to have what android has. he's like -- okay. that's good enough for me. >> there's a piece, bloomberg has got a piece today how they need to drift off from the a.i. age? >> well, i think over and over again, we have said that apple was not doing something right. meantime, they were doing it. by the way, the story about the price cuts in china, we said february was bad, march was worse. turned out march was better. almost every report has been wrong. >> really, jim mentions, said to be making a move, conduct prices to some argue new lows on the huawei competition, jim but you're just not
dell is the actual winner because michael dell was in the front row of the fabled gcc conference where he became the de facto for nvidia, nvidia is not a chip company, at plate form company. it's so gassed it's a supercompute. >> so your pc is going to be no good. >> right. >> would you say the same thing about the a phone, iphone? >> i think the iphone next generation has to incorporate far more a.i. than itdoes. you snow what, tim cook would say that. tim cook was...
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May 29, 2024
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and if you want to connect with nvidia, you use dell. well, i had like to get set up, and they have an ai pc. he was the only executive featured in the front row of the conference, the only one. >> important, it would seem. >> i would say so. >> because you need to have that ability to actually get the chips from nvidia. you've got a price target upgrade on dell, they go to $180. >> very reasonable. >> maybe they've been behind a little on that one, given that $130 is 35 bucks below where the stock is. >> nobody is perfect. >> i think it's time to do a little -- a couple of nibbles? >> you've been all over the pc ref refresh cycle. and now an ai-powered telephone. >> that was gutsy. i have to tell you i think the stand that apple made yesterday, which then was eroded, another good place to be would be apple. because the numbers are good there. >> they got a victory in china over the app store fees. >> it's interesting you mentioned the app store fees. they do take a lot of service fees out of china. service data is what has made a lot of
and if you want to connect with nvidia, you use dell. well, i had like to get set up, and they have an ai pc. he was the only executive featured in the front row of the conference, the only one. >> important, it would seem. >> i would say so. >> because you need to have that ability to actually get the chips from nvidia. you've got a price target upgrade on dell, they go to $180. >> very reasonable. >> maybe they've been behind a little on that one, given that $130...
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May 10, 2024
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doesn't have to cost a whole lot. using the power of dell ai. for about a dollar a day, you can give your dog the blue buffalo food they deserve. real meat first. healthy ingredients. natural nutrition. try blue life protection formula today. that's the certainty of four imprint.com or imprint for certain. >> at first i didn't believe it. >> it's like, how in the world did she get her furniture up there? >> well, that is the reaction of michigan shoppers after learning a woman was living inside of this. a roof top supermarket sign for about a year. the structure was actually roomy enough for a desk, a computer, even a coffee maker. police say she has a job, but she is homeless. some residents pointing to the affordable housing crisis the postal service is facing pushback over its plan to consolidate processing and delivery operations. >> a bipartisan group of senators warns that this sort of consolidation and cuts to mail collection could slow deliveries and cause critical delays for what's supposed to be overnight mail. in one case, mail in mic
doesn't have to cost a whole lot. using the power of dell ai. for about a dollar a day, you can give your dog the blue buffalo food they deserve. real meat first. healthy ingredients. natural nutrition. try blue life protection formula today. that's the certainty of four imprint.com or imprint for certain. >> at first i didn't believe it. >> it's like, how in the world did she get her furniture up there? >> well, that is the reaction of michigan shoppers after learning a woman...
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May 28, 2024
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dell was the implement the stock doesn't quit come on, 52. >> dell up another 4-plus percent as well. >> they also have the ai pc which, by the way, individual is in. >> don't count michael dell out. >> a lot of roads late to michael dell. >> he was at the conference. >> still one of the most important people in business and technology. >> humble. seeks no limelight. >> gets reiterated as a buy over we will get hp later in the week as long wsz a slew of specialty retail. >> hp has to tell a very specific story about how the partnership -- it's a partnership of microsoft not just that they are a dumb machine that microsoft has taken over enrique lawyer res has to say we have better ai now, dell has a huge ai franchise. >> jim, when it comes to earnings, we're also getting salesforce, aren't we? >> the stock has been a drag it's just been one way. >> i have a question for you this hub spot. >> the junior salesforce. >> there's been many reports about hub spot being in conversations with google. my understanding is absolutely true, potential deal for alphabet to acquire hub spot my ques
dell was the implement the stock doesn't quit come on, 52. >> dell up another 4-plus percent as well. >> they also have the ai pc which, by the way, individual is in. >> don't count michael dell out. >> a lot of roads late to michael dell. >> he was at the conference. >> still one of the most important people in business and technology. >> humble. seeks no limelight. >> gets reiterated as a buy over we will get hp later in the week as long wsz a...
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May 18, 2024
05/24
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i live from dell also coming up on the program. right? police intel of leave craig down on protest as courting for new elections. while a member of the war cabinet also threatens to resign. of a post will plans because at the bottom and it's thousands take to the streets in major cities, demanding an end to the war. also coming out this hour and the 17 people have been killed off to flash frogs, devastating lots of central afghanistan on the hello and welcome to the program. it state $225.00 of a wall that has caused unprecedented canning naming and destruction in gaza. is rouse, ground and aerial attacks of killed at least $64.00 people across the strip. many of those killed on saturday were northern, gaza. why israel is pushing forward with a renewed offensive? is there any forces of launched a series of attacks that targeting palestinian homes at least 28 people were killed in a strike on a residential block near the come all i do on hospital in the north. many more what and yet, west of giovanni as rainy autonomy struck a group of peo
i live from dell also coming up on the program. right? police intel of leave craig down on protest as courting for new elections. while a member of the war cabinet also threatens to resign. of a post will plans because at the bottom and it's thousands take to the streets in major cities, demanding an end to the war. also coming out this hour and the 17 people have been killed off to flash frogs, devastating lots of central afghanistan on the hello and welcome to the program. it state $225.00 of...
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May 24, 2024
05/24
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dell technologies and cdw. (smelling) ew. gotta get rid of this. ♪tell me why♪ because it stinks. ♪have you tried downy rinse and refresh♪ it helps remove odors 3x better than detergent alone. it worked guys! ♪yeahhhh♪ downy rinse and refresh. ♪(music throughout)♪ ♪♪ ♪♪ ♪♪ ♪♪ when that tostitos hint of lime flavor hits, it changes things. it takes your snack game up a notch. with a tangy, zesty crunch that's ready to dip. tostitos. get to the good stuff. i want my food to look the best it possibly can. i want my customers to look at that meat and say wow, like, real meat is something that you can taste the difference in. raised without antibiotics- all that stuff. it's good. it's quality food. [cheers and applause] >> michael: welcome back to "the daily show." my guest tonight is an egot-winning multi-platinum artist and activist who hosts the new original audio documentary, "afghan star." please welcome john legend! [cheers and applause] ♪ ♪ >> michael: thank you for coming. >> good to see you. [cheers and applause] >> michael: whoa, here we go. >>
dell technologies and cdw. (smelling) ew. gotta get rid of this. ♪tell me why♪ because it stinks. ♪have you tried downy rinse and refresh♪ it helps remove odors 3x better than detergent alone. it worked guys! ♪yeahhhh♪ downy rinse and refresh. ♪(music throughout)♪ ♪♪ ♪♪ ♪♪ ♪♪ when that tostitos hint of lime flavor hits, it changes things. it takes your snack game up a notch. with a tangy, zesty crunch that's ready to dip. tostitos. get to the good stuff. i want...
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May 23, 2024
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, hpq and others >> of those, dell deserves it, because dell is still the way to implement. hp, he did say, jensen, that there will be an a.i. pc and that they will be in it. i was surprised. they're in 100 million servers, so that's going to be a big thing for them, so you can say hp, definitely a winner. remember, hp is really identified with amd. that's very important. what was that company that you mentioned that began with the letter "i" >> it's the name that nvidia has added today in market cap. >> oh, you must be speaking about intelligence intel is not a factor. broadcom is more of a factor i would say that when you look at the factors, it is kind of interesting to see some companies up very, very big, and they do deserve it micron you need d-ram arm should be higher because arm is the cpu that's involved i don't know why they're not higher that would be the one. they should be higher than micron, but the one that i want to buy, oh, man, i'm going to commit to this, is tesla jensen says tesla -- if musk has gotten right with jensen, then i want to too. snowflake did
, hpq and others >> of those, dell deserves it, because dell is still the way to implement. hp, he did say, jensen, that there will be an a.i. pc and that they will be in it. i was surprised. they're in 100 million servers, so that's going to be a big thing for them, so you can say hp, definitely a winner. remember, hp is really identified with amd. that's very important. what was that company that you mentioned that began with the letter "i" >> it's the name that nvidia...
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May 13, 2024
05/24
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i'll have news out for you off to the say with the the hello from dell. hi, let's go with your weather report for the middle east and africa. i gotta tell you a southerly wind really popping up temperatures through the golf. so let's go in here for a closer look. that includes us in doha, 40 degrees on the nose on tuesday, $41.00 in the nama, but there's also a northerly winds coming into plays years, so that struck down temperatures and quade, and react to central asia. we go big difference in 24 hours for 30 minutes spans capital. ask about your down by about 10 degrees over 24 hours and that whole had to do with the weather maker rolling in. there's been some flooding in southern turkey near the border with serious your copious amounts of rain turn streets to rivers. things are looking biter on to say really has been a gloomy forecast as of late. so those rains beginning to peter out the threat of some storms across northern algeria on tuesday. and we're really seeing those rains pep off across the south coast of nigeria. pockets of rain rolling across
i'll have news out for you off to the say with the the hello from dell. hi, let's go with your weather report for the middle east and africa. i gotta tell you a southerly wind really popping up temperatures through the golf. so let's go in here for a closer look. that includes us in doha, 40 degrees on the nose on tuesday, $41.00 in the nama, but there's also a northerly winds coming into plays years, so that struck down temperatures and quade, and react to central asia. we go big difference in...
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May 13, 2024
05/24
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are now being analyzed and restored using the power of dell ai. ♪ did you know you can get 40% off a single pair of glasses at america's best? these savings won't last forever. unlike your eternal elation. ok, settle down. shop online or book an exam at americasbest.com. (woman) ugh, of course it stops loading at the best part. (tony hale) you need verizon. get their crazy powerful network out here, ok, settle down. and get six months of disney bundle on them! (vo) stream with six months of disney bundle on us. and watch it all on the new samsung galaxy s24+, also on us. only on verizon. . >>> if i cower away it feeds the bullies >> mr. trump is a conman. he asked me to pay off an adult film star with whom he had an affair and to lie about it to his wife, which i did. >> the book end of two star witnesses. one this week, one next week, the da says they will be ready to rest its case, that in legal speak means prosecutors say by thursday they argue, proven the elements of two crimes by defendant trump. we are joined now by michael steele. hosts "the weekend" right here on msnbc. he is
are now being analyzed and restored using the power of dell ai. ♪ did you know you can get 40% off a single pair of glasses at america's best? these savings won't last forever. unlike your eternal elation. ok, settle down. shop online or book an exam at americasbest.com. (woman) ugh, of course it stops loading at the best part. (tony hale) you need verizon. get their crazy powerful network out here, ok, settle down. and get six months of disney bundle on them! (vo) stream with six months of...
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May 31, 2024
05/24
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ALJAZ
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this is al jazeera life from dell. so coming up on the program is really saying that its forces have withdrawn from parts of northern gaza, leaving behind scenes of total destruction. donald trump is saying he'll appeal off to becoming the 1st former us president to be convicted of a crime. and india proposed for the final phase of its weeks long the elections prime minister and are under moody's constituency, is among those going to the polls. the us president joe biden has presented. what he says is a new is riley sees fund proposal to end the war on garza. he says the proposal has been sent. i'm asked by cats. ha biden says the plan has 3 phases. the 1st would be a full and complete sci fi between israel and i'm us for 6 weeks. is wrote would withdrawal from all populated areas have gone to. the 2nd phase would see a poem and an end to the will. and the release of all captives held in the strip. the sudden final phase would involve a major reconstruction plan for garza and there were a ton of the remains of dead cap
this is al jazeera life from dell. so coming up on the program is really saying that its forces have withdrawn from parts of northern gaza, leaving behind scenes of total destruction. donald trump is saying he'll appeal off to becoming the 1st former us president to be convicted of a crime. and india proposed for the final phase of its weeks long the elections prime minister and are under moody's constituency, is among those going to the polls. the us president joe biden has presented. what he...
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May 31, 2024
05/24
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FBC
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look at dell shares. they are tanking 17.5%, on track for the worst day in 4 years despite reporting first revenue increase since 2022. investors had been hoping to see stronger sales from its servers equipped to handle artificial intelligence. still, dell expects the momentum from a.i. demand will continue through the year, raising its revenue outlook for the fiscal year ending in february 2025. not working right now. >>> time flies when you're having fun, especially when you're making money by investing in luxury watches. but is the clock now ticking for fancy watch makers as consumers start to pull back on spending for luxury items? we're bringing in a see wrote to tell us what he's watching -- ceo and what he's saying in -- seeing in foot traffic of in his stores next in a fox business exclusive. >>> and sometimes it takes just one small decision to completely change the trajectory of the lives of your children. joe germanotta is this week's guest on the everyone talks to liz podcast. maybe he's not a
look at dell shares. they are tanking 17.5%, on track for the worst day in 4 years despite reporting first revenue increase since 2022. investors had been hoping to see stronger sales from its servers equipped to handle artificial intelligence. still, dell expects the momentum from a.i. demand will continue through the year, raising its revenue outlook for the fiscal year ending in february 2025. not working right now. >>> time flies when you're having fun, especially when you're...
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May 24, 2024
05/24
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ALJAZ
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this isn't use our life from dell coming up in the next 60 minutes. the world's top cold old is israel, just stop it, split it fell, pricing is off immediate. and the same situation in the southern city of gaza. he's is off for us. the international court of justice also does this route to open that off line crossing to allow monks needed your monetary and aid and took off the despite beyond gabriel and gauze as something hits again by a serious of his writing strikes.
this isn't use our life from dell coming up in the next 60 minutes. the world's top cold old is israel, just stop it, split it fell, pricing is off immediate. and the same situation in the southern city of gaza. he's is off for us. the international court of justice also does this route to open that off line crossing to allow monks needed your monetary and aid and took off the despite beyond gabriel and gauze as something hits again by a serious of his writing strikes.
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May 29, 2024
05/24
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CNBC
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traders are piling into dell after the tech stock's huge run this year. how they are positioning ahead t rorne.t "fast money's" back in two. mone" dell bucking the broader market jumping to an all high an bank of america reiterated the buy rating ahead of tom's earnings. the stock is up more than 40% this month. traders are betting there is more room to go. mike has the action. hey, mike. >> yeah, so we saw more than 2.3 times the average daily options volume. the options market is inimplying 10% by the end of the week and the bulls are outpacing the bears. we saw calls outpacing puts two to one. and ones that caught my eye the july 180 calls. we saw almost 4,000 of those trading. buyers of those calls are betting stock could be above 192 by july pexpiration. they are betting the news will be good and the rally continues. >> remarkable when you think about that im plofd move, tern.5% last quarter, gapped up, 31%, didn't see a down tick and it's kinda been off to the races. implied move, if you cut it in half, that's the call premium or put premium, right,
traders are piling into dell after the tech stock's huge run this year. how they are positioning ahead t rorne.t "fast money's" back in two. mone" dell bucking the broader market jumping to an all high an bank of america reiterated the buy rating ahead of tom's earnings. the stock is up more than 40% this month. traders are betting there is more room to go. mike has the action. hey, mike. >> yeah, so we saw more than 2.3 times the average daily options volume. the options...
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May 28, 2024
05/24
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dell in association with nvidia one of the biggest gainers and intel feeling the love. then there is apple, there is this data from china. last month, in april iphone shipments jumped 52%. the back story is for most of 2024 apple and resellers have done discounting to get the smartphone market going. caroline: we tried to piece together the picture of an important consumer base to apple . the discounts are working? >> we have had nothing but bad news coming out of china for a fair amount. when you look at it it seems the china situation is more securable -- cyclical in nature. i think it's good news for apple but we are not harping a lot of these numbers into our calculation of sales data because what we saw in the last quarter even though jan/feb sales were bad. ed: one of the drivers of sentiment amongst of the consumer's discounts and incentives. we are entering june which is another modern day period of sales events in china. how reliable is that to depend on for apple? anurag: this was a brand that did not do sales in china. but that is one way to drive the channel
dell in association with nvidia one of the biggest gainers and intel feeling the love. then there is apple, there is this data from china. last month, in april iphone shipments jumped 52%. the back story is for most of 2024 apple and resellers have done discounting to get the smartphone market going. caroline: we tried to piece together the picture of an important consumer base to apple . the discounts are working? >> we have had nothing but bad news coming out of china for a fair amount....
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May 18, 2024
05/24
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ALJAZ
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the policy this is alex, is here a life from dell. so we gotta get those ground crossings as land cross open as soon as possible. a floating pair on gauze as coast receives a shipments for the 1st time, but a senior us official tells algae 0. it won't be enough to meet the needs of millions of how to send you. the tech goes to israel's legal representative. she tells them, well, quote the situation and cause it is a tragic knowledge. genocide. meanwhile, is writing sources, retrieve parties of 3 captive strong concept with imagery saying they were killed during the how much attack in on the for all we begin this, our northern gauze. israel is carried out new and intensified as strikes targeting the giovanni a refugee camp. there has been fish fighting and bump, augmenting the area overnight attacks that killed several people in a house sheltering, displace palestinians has been seeking safety victims of flooding into the come all at one hospital now that your body a refugee camp. any of these righty on the shells, homes near the hospi
the policy this is alex, is here a life from dell. so we gotta get those ground crossings as land cross open as soon as possible. a floating pair on gauze as coast receives a shipments for the 1st time, but a senior us official tells algae 0. it won't be enough to meet the needs of millions of how to send you. the tech goes to israel's legal representative. she tells them, well, quote the situation and cause it is a tragic knowledge. genocide. meanwhile, is writing sources, retrieve parties of...
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May 17, 2024
05/24
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KRON
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and the best part about dell curry's is they don't act alone, right? so our team is going to be entrenched with the community and side by side and everything that we build. and i can't wait to see what those results are on the court as well. >> we can't wait to see their. i can't wait to take my kids to a game. it's just going to be a whole different experience. i think it's going to mean so much the bay area. so thank you for bringing this can't wait either. >> have fun tomorrow. >> thank you. >> being grateful for the sometimes every game, the best day. we have remind yourself why you're here. >> all right. bay fc player kiki pickett giving >> wellness advice to local girls. and there is more to come because bay fc and sutter health are teaming up to host a series of clinics just like this for local girls. the summer the series is called beat you at bay fc players and healthcare professionals are going to talk with girls about mental health body positivity and more bay fc says the goal is to address barriers that keep girls and young women from playi
and the best part about dell curry's is they don't act alone, right? so our team is going to be entrenched with the community and side by side and everything that we build. and i can't wait to see what those results are on the court as well. >> we can't wait to see their. i can't wait to take my kids to a game. it's just going to be a whole different experience. i think it's going to mean so much the bay area. so thank you for bringing this can't wait either. >> have fun tomorrow....
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May 17, 2024
05/24
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here is the dell. after topping 40,000 for the first time after yesterday it's trying to make another run at a record close it would have to close up 38.62 points today. so a look at 39 is what would be a new record high for the dow and that would put it firmly into 39,900 territory. so the white house is taking a victory lap as the stock market continues to go up. now this as americans are paying sky high prices just about everything. groceries, gas prices, utilities, health care costs, housing costs, this fox news poll shows most people still save these are a problem for their family. let's bring in mohamed a larry and the chief economic advisor and former chair of president biden's global counsel you were one of my first phone calls this morning as i was making rounds calling economists where i could get a hold of them to tell me what really is the impact of this record a stock market run on the average american family that is still paying those prices. are they feeling the benefits of the stock mar
here is the dell. after topping 40,000 for the first time after yesterday it's trying to make another run at a record close it would have to close up 38.62 points today. so a look at 39 is what would be a new record high for the dow and that would put it firmly into 39,900 territory. so the white house is taking a victory lap as the stock market continues to go up. now this as americans are paying sky high prices just about everything. groceries, gas prices, utilities, health care costs,...
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May 31, 2024
05/24
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BLOOMBERG
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dell makes more than computers. they make servers, high powered servers. they have really vaulted over the last year as they see their orders on servers up above 3 billion. ed: president trump is speaking in new york city. >> these are in many cases sick people. when you look at our country where millions of people are flowing in from all parts of the world, not just south america but from africa, asia and the middle east. they are coming in from jails and prisons and mental institutions and insane asylum. they are coming from all over the world into our country and we have a president and a group of fascists that don't want to do anything about it. right now, today he could stop it but he wants to destroy our country. they are very much against me saying these things. they want to raise your taxes by four times. they want to stop you from having cars with their men days that make it impossible for you to get a car. it will make it possible for china to build all of her cars. it's a very serious problem. we just went through many experiences where we had j
dell makes more than computers. they make servers, high powered servers. they have really vaulted over the last year as they see their orders on servers up above 3 billion. ed: president trump is speaking in new york city. >> these are in many cases sick people. when you look at our country where millions of people are flowing in from all parts of the world, not just south america but from africa, asia and the middle east. they are coming in from jails and prisons and mental institutions...